Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS C) | 3.31% | 10.57% | 9.23% | 4.26% | 5.40% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS C) | 02/25/2014 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 10.57 | 9.23 | 4.26 | 5.40 | NA | NA | … | … | 3.31 | 11.88 | 7.01 | 7.54 | -10.14 | 8.23 | 8.07 | 12.66 | -3.58 | 9.19 | 6.33 | -1.92 | 4.55 |
| Sharpe Ratio | NA | 1.77 | 1.10 | 0.28 | 0.57 | NA | NA | … | … | 1.14 | 1.52 | 0.65 | 0.65 | -1.24 | 1.73 | 0.64 | 2.74 | -0.89 | 2.96 | 1.01 | -0.30 | 1.15 |
| Standard Deviation(%) | NA | 4.88 | 5.77 | 6.53 | 6.68 | NA | NA | … | … | 5.85 | 5.96 | 5.24 | 6.04 | 9.38 | 4.75 | 12.16 | 4.08 | 5.63 | 2.90 | 6.05 | 6.53 | 4.63 |
| Draw Down(%) | NA | 4.48 | 5.76 | 15.45 | 15.45 | NA | NA | … | … | 4.48 | 5.15 | 2.88 | 5.76 | 15.45 | 2.26 | 15.15 | 2.00 | 8.04 | 0.97 | 4.04 | 7.22 | 3.63 |
| Yield(%) | 0.00 | 6.11 | 4.68 | 3.59 | 3.54 | 2.88 | 2.16 | … | … | 0.00 | 6.38 | 4.45 | 2.83 | 2.28 | 3.31 | 3.16 | 3.15 | 2.79 | 1.93 | 2.21 | 3.84 | 4.57 |
Data as of 06/03/2026, Common starting date is 02/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS C) |
0.25%
Apr 2021 – Apr 2024 |
1.88%
Sep 2017 – Sep 2022 |
3.71%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS C) |
10.31%
Sep 2022 – Sep 2025 |
6.77%
Dec 2016 – Dec 2021 |
5.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart